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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,083 | $155,555-23.4% | $146,866-18.9% | $155,188-23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.46% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,855 | $4,647-17.0% | $4,425-12.9% | $4,248-9.2% |
| Participant deferral / active EE | $11,495 | $8,044+42.9% | $7,759+48.1% | $6,531+76.0% |
| Admin fee / account holder | $1,790 | $14,755-87.9% | $13,620-86.9% | $14,480-87.6% |